Financial Planners in New Jersey

William S. Stryker

CFP^®

Financial Advisor

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

UBS Financial Services Inc.

100 Overlook Center, Suite 100
Princeton, NJ 08540

(609) 919-2338

Neil E. Grossman

CFP^®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving New Jersey and the surrounding communities.

INDFIN LLC

13 Church Street, Unit A
South Orange, NJ 07079

(973) 994-4314

John T. Prokop

CPA, CFP^®, CFA

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

The Tilson Financial Group, Inc.

98 Floral Ave, Suite 103
New Providence, NJ 07974

(908) 561-6203

Vincenzo J. Barba

CFP^®

Financial Planner/Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

V. Barba Company

2399 Highway 34, Suite A-3
Manasquan, NJ 08736

(732) 528-4400

Jorie Johnson

CFP^®

Financial Advisor

Specialties: Comprehensive Financial Planning, Budget & Debt Management, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving New Jersey and the surrounding communities.

Financial Futures, LLC

1027 NJ-70, Suite 201
Brielle, NJ 08730

(732) 722-7289

CONNECT WITH Jorie

Leslie T. Beck

CFP^®, MBA

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Compass Wealth Management LLC

9 Lincoln Ave, Ground Floor
Rutherford, NJ 07070

(201) 933-1790

CONNECT WITH Leslie

Richard Blaney

CFP^®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Financial Advisor serving New Jersey and the surrounding communities.

277 Fairfield Rd, Ste 100
Fairfield, NJ 07004-1931

(973) 276-0833

Kurt J. Rossi

MBA, CFP^®, CRPC, AIF

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Independent Wealth Management

3349 Highway 138, Bldg D Ste A
Wall, NJ 07719

(732) 280-7550

Jill Williams

CFP^® ChFC APMA CDFA

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation, Career...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Ameriprise Financial

491 Bloomfield Ave, Suite 104
Montclair, NJ 07042

(612) 671-2740

+1 More Number

(973) 860-7222

Kevin Reiner

CFP^®CPWA^®CEPA^® CDFA^®

Managing Director

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving New Jersey and the surrounding communities.

Morgan Stanley

61 S Paramus Rd, 3rd Floor
Paramus, NJ 07652

(844) 292-3973

+1 More Number

(201) 967-3376

CONNECT WITH Kevin

Steven T. Summa

CFP^®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Cambridge Investments

2 Nichols Road
Montvale, NJ 07645

(201) 690-6210

Jim Shagawat

CFP^®, ChFC^®, MBA

Partner Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving New Jersey and the surrounding communities.

AdvicePeriod

140 E Ridgewood Ave, Suite 415 South Tower
Paramus, NJ 07652

(201) 509-4323

CONNECT WITH Jim

Kurtis Baker

CFP^®, CEPA, AIF^®

Specialties: Comprehensive Financial Planning, Annuities, Asset Allocation, Estate Planning, Investment...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Certified Wealth Management & Investment LLC

101 College Rd E Ste 2
Princeton, NJ 08540

(609) 716-4700

CONNECT WITH Kurtis

Francis X. Astorino

MS,CFP^®, CPWA^®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

The Astorino Financial Group, Inc.

155 Passaic Ave, Suite 400
Fairfield, NJ 07004

(973) 575-1403

Alexander J. Vaccarella

CFP^®

Senior Vice President, Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Wealth Enhancement Group

149 Wood Street
Rutherford, NJ 07070

(908) 821-9795

CONNECT WITH Alexander

Lorraine Eugenio

CFP^®

CFP

Specialties:

Fee Only Financial Advisor serving New Jersey and the surrounding communities.

Mercer Global Advisors

67 E. Park Place
Morristown, NJ 07960

(908) 730-7000

Andrew M. Christakos

CPA/PFS, CFP^®, CDFA^®

CPA Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Christakos Financial

200 South Ave. East, Suite 303
Cranford, NJ 07016

(908) 654-4784

CONNECT WITH Andrew

Jerry P. Boisseau

CFP^®, MBA

President

Specialties: Asset Allocation, Estate Planning, Investment Management, Government & Military, Employee...More

Financial Advisor serving New Jersey and the surrounding communities.

Amherst Financial Services

81 E Water St, Ste 2A
Toms River, NJ 08753

(732) 349-3377

Charles A. Brady

CFP^®

Pres

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving New Jersey and the surrounding communities.

Associated Financial Planners LLC

106 Highway 71
Manasquan, NJ 08736-3644

Jeffrey Jones

CFP^®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving New Jersey and the surrounding communities.

CYPRESS FINANCIAL PLANNING

1500 KINGS HIGHWAY N, SUITE B-204
CHERRY HILL, NJ 08034

(856) 720-0029

Louis T. Scipione

CFP^®, CPA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Scipione Wealth Advisors, Inc.

511 Goffle Road, Ste 202
Wyckoff, NJ 07481

(800) 675-7539

+1 More Number

(201) 703-8800

Brendan T. Mullooly

CFP^®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

Fee Only Financial Advisor serving New Jersey and the surrounding communities.

Mullooly Asset Management, Inc.

1971 State Route 34, Suite 102
Wall Township, NJ 07719

(732) 223-9000

CONNECT WITH Brendan

Justin Rice

CFP^®, CSLP^®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Integrous Wealth Strategies

2277 Route 33, Suite 415
Hamilton, NJ 08690

(609) 586-9308

CONNECT WITH Justin

James A. Hofmann

MBA, CRPC^®, CFP^®

Financial Advisor

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Wells Fargo Advisors

84 E Main St
Mendham, NJ 07945

(973) 543-8014

Hazel Secco

CFP^®, CDFA^®

Founder and CEO

Specialties: 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving New Jersey and the surrounding communities.

Align Financial Solutions LLC

50 Harrison St Ph 433
Hoboken, NJ 07030-6087

(201) 655-6572

CONNECT WITH Hazel

Emily Jaffe

CFP^®, CDFA^®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving New Jersey and the surrounding communities.

OFC Wealth Management

35 Canoe Brook Rd
Short Hills, NJ 07078-1119

Kate Feeney

CFP^® & CFA

VP Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving New Jersey and the surrounding communities.

Summit Place Financial Advisors

18 Bank Street, Suite 202
Summit, NJ 07901

CONNECT WITH Kate

Steven Boorstein

CFP^®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving New Jersey and the surrounding communities.

RockCrest Financial LLC

551 New Rd, Ste B
Somers Point, NJ 08244-2020

(856) 694-3288

CONNECT WITH Steven

Daniel R. Martin

CFP^®

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Retirement, Stocks & Bonds,...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

D.R. Martin and Associates

4 Franklin Ave, Suite 1
Ridgewood, NJ 07450-2572

(201) 479-0759

Lawrence E. Murphy

CFP^®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Larry Murphy, CFP

304 Harper Dr, Ste 103
Moorestown, NJ 08057

(800) 760-8929

+1 More Number

(856) 234-3114

Type of Compensation

Planner's Licenses / Certifications

Income Range

Investable Assets

Planner's Specialties

Major Life Changes

CFP®

UBS Financial Services Inc.

CFP®

INDFIN LLC

CPA, CFP®, CFA

The Tilson Financial Group, Inc.

CFP®

V. Barba Company

CFP®

Financial Futures, LLC

CONNECT WITH Jorie

CFP®, MBA

Compass Wealth Management LLC

CONNECT WITH Leslie

CFP®

MBA, CFP®, CRPC, AIF

Independent Wealth Management

CFP® ChFC APMA CDFA

Ameriprise Financial

CFP®CPWA®CEPA® CDFA®

Morgan Stanley

CONNECT WITH Kevin

CFP®

Cambridge Investments

CFP®, ChFC®, MBA

AdvicePeriod

CONNECT WITH Jim

CFP®, CEPA, AIF®

Certified Wealth Management & Investment LLC

CONNECT WITH Kurtis

MS,CFP®, CPWA®

The Astorino Financial Group, Inc.

CFP®

Wealth Enhancement Group

CONNECT WITH Alexander

CFP®

Mercer Global Advisors

CPA/PFS, CFP®, CDFA®

Christakos Financial

CONNECT WITH Andrew

CFP®, MBA

Amherst Financial Services

CFP®

Associated Financial Planners LLC

CFP®

CYPRESS FINANCIAL PLANNING

CFP®, CPA

Scipione Wealth Advisors, Inc.

CFP®

Mullooly Asset Management, Inc.

CONNECT WITH Brendan

CFP®, CSLP®

Integrous Wealth Strategies

CONNECT WITH Justin

MBA, CRPC®, CFP®

Wells Fargo Advisors

CFP®, CDFA®

Align Financial Solutions LLC

CONNECT WITH Hazel

CFP®, CDFA®

OFC Wealth Management

CFP® & CFA

Summit Place Financial Advisors

CONNECT WITH Kate

CFP®

RockCrest Financial LLC

CONNECT WITH Steven

CFP®

D.R. Martin and Associates

CFP®

Larry Murphy, CFP

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CFP^®

CFP^®

CPA, CFP^®, CFA

CFP^®

CFP^®

CFP^®, MBA

CFP^®

MBA, CFP^®, CRPC, AIF

CFP^® ChFC APMA CDFA

CFP^®CPWA^®CEPA^® CDFA^®

CFP^®

CFP^®, ChFC^®, MBA

CFP^®, CEPA, AIF^®

MS,CFP^®, CPWA^®

CFP^®

CFP^®

CPA/PFS, CFP^®, CDFA^®

CFP^®, MBA

CFP^®

CFP^®

CFP^®, CPA

CFP^®

CFP^®, CSLP^®

MBA, CRPC^®, CFP^®

CFP^®, CDFA^®

CFP^®, CDFA^®

CFP^® & CFA

CFP^®

CFP^®

CFP^®